I came across this very interesting and informative article and guide from Fidelity Charitable that I wanted to share… Philanthropy is a powerful way for families to pass along shared beliefs and values. It also provides unique opportunities for family members of all generations to spend time together, collaborate, and […]
Key takeaways from the Covid Update this week… * Every region of the country is taking a turn with a pattern of high daily reported cases. The Midwest is now taking their turn as the leader. * Daily reported positives as a percent of the total tests have moved back […]
Once again there is news from the fear reduction department at 360 Family Office. Two things that stood out this week…the CDC says that for each positive test reported – between 6 and 14 people are also positive. Their best guess is around 23% of the US has already been […]
Perhaps the biggest misconception that people have about philanthropy is that good intentions and a lot of money mean a lot of impact. But you don’t need Bill Gates’ money or Oprah Winfrey’s celebrity to effect meaningful change through philanthropy. Philanthropy is a great tool for family health and Matt […]
The 4 facts that jumped off the page …. Mobility is going up and there is an obvious outcome. Heart issues caused by the flu are a serious number. Grateful that children are so protected compared to the last pandemic. Only 2 States have more than 10% of Inpatient Beds […]
Most family businesses experience disagreements and fights. Here’s a look at how to make sure those conflicts are addressed properly so they don’t harm or destroy the company. https://mediabox.cegworldwide.com/members/_resources/2007/2007_ic/2020_07_VFO_CEGAM_A3_CONFLICTS_FAMILY_BUSINESS/ As always, standing by if I can be of assistance.
Are your heirs ready to deal with wealth you may be planning to pass on to them someday? Inheritors often struggle with their windfalls in ways that can be hazardous to their health and their wealth. Find out how the Super Rich prep their heirs for their inheritance. https://mediabox.cegworldwide.com/members/_resources/2007/2007_ic/2020_07_VFO_CEGAM_A4_PREPARING_HEIRS/ Standing […]
If you consider your four-legged friends more like family, you’ll want to do all you can to help your pets live longer, healthier and more comfortable lives. Here are some tips for proactive pet owners. https://mediabox.cegworldwide.com/members/_resources/2007/2007_ic/2020_07_VFO_CEGAM_A5_PETS_BEST_LIVES/ As always, standing by if I can be of any assistance.
This year, when you’re getting ready to celebrate in your favorite fashion, be sure to have a few of these fun facts handy to impress your friends and family!
A resurgence of new Coronavirus cases around the country has created uncertainty in the markets. Stock markets fell last week, not because of the virus, but because markets fear another round of economy-killing, government-mandated lockdowns. We don’t expect that to happen, but when the government is involved, risks are definitely […]